Man laughing during client meeting


We really try to think like business owners. This means we try to judge the performance of a company or an investment by the underlying business progress rather than the shorter-term movement in market prices”

Co-Head of Portfolio Management Mark Wallace

Investing for generations

Our objective is to preserve and grow the wealth of our clients over multiple generations. Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit.

Our investment principles

We set out to preserve our clients' wealth by focusing on sustainable long-term growth. When investing our clients' money, alongside our own, we are guided by the principles below.

Long-term thinking creates greater value

A long-term investment horizon allows us to cut through short-term noise and focus on what really matters. We can act and think like business owners and build active partnerships with the companies and funds that we invest in. We believe this creates real value for our clients.

Owning great businesses preserves and grows wealth in real terms

Even modest levels of inflation erode the real value of capital over time. Our investment objective is to outpace inflation and generate sustained returns. We do this by finding high quality companies with pricing power and high barriers to entry.

Sustainability is a fundamental investment issue

Sustainability factors cannot be separated from economic factors as they are inherently part of the long-term risks and opportunities of any company. Sustainability analysis is explicitly integrated into our investment process. As long-term investors, we want to own high-quality businesses that have resilient business models and sustainable business practices.

Navigating market downturns is a critical part of the journey

We seek assets that provide genuine protection in periods of market stress. This allows us to be on the front foot and smooths the journey for our clients. Our in-depth research on companies means that we invest with conviction while minimising the risk of permanent capital loss. Taken together, we build sensibly diversified portfolios, combining investments in high-quality companies with true diversifiers.

Room full of people listening to a speaker at the Rothschild & Co 3-Space

3-Space and our commitment to sustainability

Rothschild & Co is proud of its commitment to sustainability and we understand the importance of collaboration. We were launch partners of 3-Space, an event connecting impact-driven entrepreneurs, business leaders and investors, to help share knowledge and accelerate investment in sustainability.

Investing for the long term

We seek to be responsible custodians of our clients' capital, investing in a way that is sustainable, sensible, focused and patient.

Sustainability and Stewardship Report 2023

We've always invested in long-term, sustainable business. To discover how environmental, social and governance issues are embedded in our approach to wealth management, please review our Sustainability and Stewardship Report for 2023. 

Sustainability and Stewardship Policy

Preserving and growing your wealth means investing sustainably over time. We are committed to investing responsibly on behalf of our clients and do so by following our Sustainability and Stewardship Policy.


Understanding our APPROACH


We’re proud of our long-term approach to investing, please read the articles below to learn more.

  • A global investor assessing sustainable investment opportunities

    What sustainable investing really looks like

    All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.

  • A man on his path to success, hindered by external financial restrictions

    Uncovering behavioural biases when investing

    All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.

Ready to begin your journey with us?

Please get in touch

Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.

What is inflation, and how does it affect my wealth?

Inflation is the increase in the general price of goods and services over time. Persistently high inflation can have a devastating impact on your wealth as it effectively erodes the real value of your money.

As the cost of living rises, the real value of your savings and investments can diminish. To preserve wealth, it is important to consider investments that can potentially outpace inflation, such as equities, property and inflation-protected bonds.

What is a bond?

Bonds are effectively loans made to governments or companies which are paid back with interest. They are typically used to fund projects or manage debt.

They offer a regular and stable income to investors and are often inflation-linked, meaning that returns increase during inflationary periods.

What is equity?

Equity refers to ownership of a business or holding shares in a company. Those who own equity are called shareholders and have a claim on the company's assets and earnings. Equities can be held by individuals or other entities, such as investment funds.

Shareholders generally have the right to participate in company decisions and receive a share of profits, through dividends or capital appreciation. Owning equity can be a successful investment strategy, although there are risks associated with the performance and volatility of the company.


  • How much money do I need to retire?


    No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.

    Paul Lanigan

  • The next mood shift

    Market Perspective

    In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.

    Kevin Gardiner, Victor Balfour, Anthony Abrahamian

  • Abolishing 'non-dom' status - what you need to know


    The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.

    David Kilshaw